How to Create Leads in CRM through Marketo? | Community
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A
anandraj
Level 3
April 20, 2016
Question

How to Create Leads in CRM through Marketo?

  • April 20, 2016
  • 1 reply
  • 3439 views

Hello,

We have set of "Contact" records created in CRM (salesforce). Now, we need to create the same set of contacts as "Leads" in CRM through Marketo.

Could we achieve this using Smart Campaign ? Or we could only create them from CRM end (Not from Marketo) ?  Please let me your thoughts.

-Anand

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 20, 2016

Hi Anand,

This is a really bad idea. It will create duplicates all around your database. and you will end up never reconciling. This is turn will create targeting, scoring and reporting issues, plus increase Marketo licence costs.

Now, if you really want it, you can do it using a "sync lead to SFDC" flow step and assigning the Marketo lead to an SFDC lead Queue.

-Greg

    A
    anandrajAuthor
    Level 3
    April 20, 2016

    Thanks Gregoire. May I ask what would be the best way to do it? I am thinking of upload them as leads directly into CRM.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    April 20, 2016

    Hi Anand,

    Why would you recreate leads for existing contacts ? Just use the contacts! For marketo, Leads and contacts are exactly the same and are not differentiated, except for 2 things:

    • The field SFDC type tells you whether it's a lead or a contact
    • On contacts, the account fields (e.g. company name) can not be updated in the CRM

    -Greg

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